Inputs - Orders.
Orders are intended to input, correct and view orders to supplier using
supplier database and to print and export reports related to data.
Usable fields:
- Document No. - Document number (selection window).
- Orig. No. - Original number.
- Date - Document date.
- Execution date - Document execution date.
- Currency - Currency code (selection window).
- Currency rate - Currency rate.
- Client - Customer code and name.
- Shipping address - Customer shipping address.
- E-mail - Customer e-mail address.
- Table - To input and view data.
- By code - To view/input material by code.
- By bar code - To view/input material by bar code.
- Functional grouping - By code - To search material by
functional grouping.
- Sum without V.A.T. - Document sum without value-added tax.
- V.A.T. % - Document value-added tax percent.
- V.A.T. - Document value-added tax sum.
- Total - Document total sum.
- Info - Document information.
- Creator - Document creator.
- Confirm order button - To confirm order.
Fields in table:
- Main group - Material main group code (selection window).
- Group - Material subgroup code (selection window).
- Extra group - Material additional group code (selection
window).
- Code - Material code (material selection window).
- Position - Material position.
- Bar code - Material bar code.
- Description - Material description.
- Measure - Material measure unit.
- Zero price - Material zero price.
- Discount - Customer discount percent.
- Sale price - Material sale price.
- Quantity - Material quantity.
- Amount - Material sum without value-added tax.
- V.A.T. % - Material value-added tax percent.
- V.A.T. - Material value-added tax sum.
- Total - Material total sum.
Usage
To add new document:
- In case some document is already opened:
- Click from top button bar 'Prepare new document' button (location -
fourth from the right; picture - blank page).
- Fields on window are cleared and can proceed to adding new document.
- Fill necessary fields and after adding first table row, new document
is created.
- If necessary, continue editing document.
To edit document:
- Select document from document number selection, what you want to edit.
- After loading document, make sure it is the right document.
- When you are sure that it is the right document, click from top button
bar 'Edit active document' button (location - third from the right;
picture - page with small cross at upper right corner). In case this
button is not active, then this document is not editable.
- After clicking 'Edit...' button, fields will go into writing mode and
you can input data.
- Make necessary changes.
To delete document:
- Select document from document number selection, what you want to
delete.
- After loading document, make sure it is the right document.
- When you are sure that it is the right document, click from top button
bar 'Delete active document' button (location - second from the right;
picture - withdrawn page with red lines). In case this button is not
active, then this document is not editable.
- After clicking 'Delete...' button, appears window, which asks
confirmation to delete document. To delete document click button 'Yes', to
cancel document delete click button 'No'.
To confirm order:
- Select document from document number selection, what you want to
confirm.
- After loading document, make sure it is the right document.
- When you are sure that it is the right document, click from top button
bar 'Edit active document' button (location - third from the right;
picture - page with small cross at upper right corner). In case this
button is not active, then this order is already confirmed.
- After clicking 'Edit...' button, fields will go into writing mode.
- Click 'Confirm order' button. In case this button is inactive, then
this order is already confirmed or user does not have relative
permissions.
- After clicking 'Confirm...' button, appears window, which asks
confirmation to confirm order. To confirm order click button 'Yes', to
cancel order confirmation click button 'No'. After confirming order,
document is no longer editable!!!
To change priceoffer to order:
- Click from top button bar 'Priceoffer to order' button (location -
first from the right). In case this button is inactive, then user does not
have relative permissions.
- After clicking 'Priceoffer...' button, apperas priceoffers window.
- Select desired priceoffer and make left mouse double-click on it.
- After that appears window, which asks confirmation to change
priceoffer to order. To change priceoffer to order click button 'Yes', to
cancel click button 'No'. After changing priceoffer to order, document is
no longer editable!!!
To save document:
- Close input window or...
- Click 'Prepare new document' button from upper button bar or...
- Select document from document number selection.
To input table row (also look table usage):
- Enter or select material main group.
- Enter or select material subgroup.
- Enter or select material additional group.
- Enter or select material.
- When you are sure it is the right material, enter quantity.
|
